Why Hold Japan, Part II: Comparative Valuation Among G7 Economies
"Why Hold Japan?" is a question that recurs among foreign investors, now the greatest cohort of investors in Japanese stocks. The question tends...
236 Views
Cybersecurity as an Investment Theme (Part 2)
By 2020, the global cybersecurity market is expected to be worth $170bn, up from $77bn in 2015. But the core issue is that companies need “better”...
177 Views
Cybersecurity as an Investment Theme (Part 1)
The world has entered the era of the Code War where every digital device, however small and innocuous, can be “weaponised” – as the recent Dyn...
214 Views
US Election Global Implications: Top Six Issues
Donald Trump has been elected as the next US president. However, unlike Clinton, Trump did not comprehensively outline his domestic and foreign...
187 Views
The Trump Presidency: Implications for Asia
On Asia, as with many other topics, US president-elect Donald Trump’s campaign rhetoric tackled taboo subjects and hinted at major departures from...
184 Views